FFM
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Forum Financial Management’s Taylor Morrison TMHC Stock Holding History

Forum Financial Management’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,292
Closed -$253K – 926
2025
Q4 		$253K Hold
4,292
– – ﹤0.01% 840
2025
Q3 		$283K Sell
4,292
-11
-0.3% -$724 ﹤0.01% 777
2025
Q2 		$264K Buy
4,303
+17
+0.4% +$988 ﹤0.01% 738
2025
Q1 		$257K Buy
4,286
+15
+0.4% +$934 ﹤0.01% 676
2024
Q4 		$261K Hold
4,271
– – ﹤0.01% 695
2024
Q3 		$300K Sell
4,271
-159
-4% -$10.2K 0.01% 517
2024
Q2 		$246K Buy
4,430
+165
+4% +$9.43K ﹤0.01% 569
2024
Q1 		$265K Hold
4,265
– – ﹤0.01% 555
2023
Q4 		$228K Buy
+4,265
New +$191K ﹤0.01% 583
2023
Q3 		– Sell
-4,265
Closed -$208K – 675
2023
Q2 		$208K Buy
+4,265
New +$184K ﹤0.01% 597

Other funds holding TMHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return